Mather Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Mather Group’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-104	Closed	-$2.54K	–	960
2025 Q3	$2.54K	Buy	+104	New	+$2.51K	﹤0.01%	1506
2025 Q2	–	Sell	-250	Closed	-$5.82K	–	961
2025 Q1	$5.82K	Hold	250	–	–	﹤0.01%	1377
2024 Q4	$6.01K	Hold	250	–	–	﹤0.01%	1347
2024 Q3	$6.17K	Hold	250	–	–	﹤0.01%	1263
2024 Q2	$5.9K	Hold	250	–	–	﹤0.01%	1581
2024 Q1	$5.56K	Buy	+250	New	+$5.62K	﹤0.01%	1339

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Mather Group's EVT Position: Q4 2025 in Review

Mather Group sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2025, closing a stake of 104 shares — an estimated $2.54K sold.

Mather Group first reported a position in EVT in Q1 2024 and held it in 6 quarters. The position peaked at $6.17K in Q3 2024. 148 funds tracked by Wall St. Rank hold EVT as of Q4 2025.

Mather Group reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2025 after selling out during the quarter.
Mather Group sold 104 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2025, an estimated $2.54K.
Mather Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2024 and held it in 6 quarters.
Mather Group's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $6.17K in Q3 2024.
148 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2025.

Based on Mather Group's 13F filing for Q4 2025, filed 13 Jan 2026.